Elegant BI

JANUARY 7, 2020

Business Intelligence isn’t new but the way we gather, analyze and digest this intelligence is definitely changing. In the past, business intelligence was delivered to senior executives by IT and/or business analysts. There are few businesses today that have the luxury of waiting for information, data or reports.

IT 52

IT Business Intelligence Competitive Positioning Analysis 52

Wink Intel

FEBRUARY 26, 2024

–( BUSINESS WIRE )– AM Best has affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Rating of “a” (Excellent) of Mutual of America Life Insurance Company (MofA) (New York, NY). OLDWICK, N.J.–( The outlook of these Credit Ratings (ratings) is negative. Copyright © 2024 by A.M.

Profiling 40

Profiling Capital Competitive Positioning Globalization 40

Owler

FEBRUARY 2, 2023

Sales intelligence is the key to identifying funding sources and tracking acquired businesses across various industries. Sales Intelligence Provides Actionable Insights While access to the correct data can lead to an edge over the competition or significant financial backing for some businesses, it can also serve other purposes.

Sales 52

Sales Intelligence Intelligence Capital 52

Wink Intel

DECEMBER 18, 2023

NEW YORK–( BUSINESS WIRE )–New York Life, America’s largest mutual life insurer 1 , today announced that major ratings agencies Standard & Poor’s, Fitch Ratings, A.M. life insurer), affirmed August 10, 2023 Excellent competitive position and financial risk profile Strong brand recognition Top market positions in the U.S.

Profiling 40

Profiling Capital Retail Competitive Positioning 40

Wink Intel

FEBRUARY 28, 2023

–( BUSINESS WIRE )– AM Best has revised the outlooks to negative from stable and affirmed the Financial Strength Rating A (Excellent) and the Long-Term Issuer Credit Rating of “a” (Excellent) of Mutual of America Life Insurance Company (MofA) (New York, NY). OLDWICK, N.J.–(

Profiling 40

Profiling Capital Competitive Positioning Loss 40

Wink Intel

FEBRUARY 21, 2022

–( BUSINESS WIRE )– AM Best has downgraded the Long-Term Issuer Credit Rating (Long-Term ICR) to “a” (Excellent) from “a+” (Excellent) and affirmed the Financial Strength Rating (FSR) of A (Excellent) of Mutual of America Life Insurance Company (MofA) (New York, NY). OLDWICK, N.J.–( Surplus has declined a bit as well.

Profiling 40

Profiling Loss Capital Competitive Positioning 40

Wink Intel

DECEMBER 1, 2023

LONDON–( BUSINESS WIRE )– AM Best has affirmed the Financial Strength Rating (FSR) of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa-” (Superior) of the main rated insurance subsidiaries of Zurich Insurance Group Ltd.

IT 40

IT Capital Profiling Competitive Positioning 40

Wink Intel

OCTOBER 24, 2022

LONDON–( BUSINESS WIRE )– AM Best has affirmed the Financial Strength Rating (FSR) of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa-” (Superior) of the main rated insurance subsidiaries of Zurich Insurance Group Ltd (Zurich) (Switzerland). billion (half-year 2021: USD 2.2 Copyright © 2022 by A.M.

IT 40

IT Capital Profiling Competitive Positioning 40

Wink Intel

FEBRUARY 20, 2024

–( BUSINESS WIRE )– AM Best has affirmed the Financial Strength Rating (FSR) of A (Excellent) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “a” (Excellent) of the life/health insurance subsidiaries of CNO Financial Group, Inc. OLDWICK, N.J.–( headquartered in Carmel, IN) [NYSE: CNO]. Copyright © 2024 by A.M.

IT 40

IT Competitive Positioning Profiling Capital 40

Wink Intel

JUNE 28, 2022

Product development, market intelligence, and distribution teams positioned for success. has named Kevin Mechtley to a new role as Vice President, Business Development and Chief Innovation Officer. In this position, Mechtley will have a dual focus on new product innovation and strategic relationship building.

Competitive Landscape 40

Competitive Landscape Competitive Intelligence Competitive Positioning Innovation 40

Alpha Sense BI

JANUARY 10, 2024

Operational Due Diligence This qualitative component offers a barometer into a firm’s operational function and examines the business model set forth against actual outcomes and whether a firm is on track with their long-term strategic direction. This ultimately plays a prominent role in forecasting long-term growth trajectory.

Due Diligence 52

Due Diligence SWOT Competitive Positioning Research 52

Alpha Sense BI

SEPTEMBER 6, 2023

Below, we share why due diligence has become crucial in today’s shifting market, as well as highlight the information any financial investor should require and review—that spells out the red flags—before spending capital. Do they keep liquidity for emergencies or take advantage of discounted businesses? have muddied waters.

Due Diligence 52

Due Diligence Intellectual Property Capital Loss 52

Domo

DECEMBER 5, 2024

The data and AI landscape is evolving to create new market opportunities for Domo, and we feel confident were in the right position to capitalize on this moment. were named a finalist in the Business Intelligence or Analytics category of the 2024 SaaS Awards. Fiscal Third Quarter Results Total revenue was $79.8 Domo and Domo.AI

Loss 52

Loss Matrix Finance Business Intelligence 52

Wink Intel

JULY 26, 2022

NEW YORK–( BUSINESS WIRE )–UBS today announced the launch of the US version of the UBS Climate Aware Equity Index , which is a rules-based strategy that aims to provide investment exposure to the long-term theme of transitioning to a low carbon and climate resilient economy.

Banking 40

Banking Capital Globalization Security 40

Alpha Sense BI

MARCH 7, 2024

And yet, despite the uncontrollable nature of many of the aforementioned disruptors, oil and gas companies are currently in a unique position to safeguard and fortify themselves against external threats by leaning on the unique opportunities that are available to them in the market. Start your free trial today.

Due Diligence 52

Due Diligence Globalization Competitive Value Chain 52

Wink Intel

NOVEMBER 22, 2021

NEW YORK–( BUSINESS WIRE )–New York Life, America’s largest 1 and most admired 2 mutual life insurer, today announced that the company’s Board of Directors has named Craig DeSanto CEO-elect of New York Life. In 2018, Mr. DeSanto assumed oversight for New York Life’s top-ranked retail annuity business line.

Competitive Positioning 40

Competitive Positioning Finance Retail Capital 40

Wink Intel

SEPTEMBER 7, 2022

. “The ratings reflect NM’s exceptionally strong capitalization, leading competitive position in the U.S. Financial strength ratings are determined by myriad factors, including exhaustive analysis of companies’ business and financial profiles. ” About Northwestern Mutual.

Profiling 40

Profiling Competitive Positioning Banking Capital 40

Wink Intel

AUGUST 30, 2022

. “The ratings reflect NM’s exceptionally strong capitalization, leading competitive position in the U.S. Financial strength ratings are determined by myriad factors, including exhaustive analysis of companies’ business and financial profiles. ” About Northwestern Mutual.

Profiling 40

Profiling Competitive Positioning Banking Capital 40

Wink Intel

MARCH 2, 2021

–( BUSINESS WIRE )–Massachusetts Mutual Life Insurance Company (MassMutual) today reported strong financial results 1 for 2020 – including sales, earnings and capital growth – while making excellent progress on its strategy and providing support to its stakeholders in a year marked by extraordinary environmental challenges.

Capital 40

Capital Competitive Positioning Security Security 40

Wink Intel

AUGUST 7, 2024

billion in the prior year quarter, driven by new business flows, stable inforce retention and net debt and equity proceeds over the past twelve months. Capital and Liquidity Highlights Total F&G equity attributable to common shareholders excluding AOCI was $5.4 Our debt to capitalization ratio, excluding AOCI, was 26.4%

Loss 40

Loss Capital Retail Sales 40

Wink Intel

FEBRUARY 26, 2024

billion in the prior year, driven by new business flows, stable inforce retention and net debt proceeds over the past twelve months. For the full year, F&G returned $119 million of capital to shareholders, including $101 million of common dividends paid and $18 million of share repurchases. billion as of December 31, 2023.

Loss 40

Loss Capital Retail Sales 40

Wink Intel

AUGUST 30, 2021

“UBS is excited to introduce business owners to a powerful workplace retirement plan solution that offers similar services and economies of scale that are typically only enjoyed by large corporations,” said Gene Silverman , Executive Director, Head of Retirement Plan Services at UBS. About TAG Resources, LLC.

Management 40

Management Banking Competitive Positioning Innovation 40

Alpha Sense BI

AUGUST 4, 2023

Private market research refers to the analysis and assessment of non-publicly traded assets, such as private companies , venture capital , private equity , and other alternative investments and is paramount in identifying untapped opportunities, mitigating risks, and enhancing decision-making for successful investments.

Market Research 52

Market Research Marketing Research Research Startups 52

Alpha Sense BI

DECEMBER 28, 2022

The ability to swiftly pinpoint trends and effectively analyze them is a core function of market intelligence efforts on all corporate levels, from strategy, to business development, to IR, all the way to consulting. When we see these price spikes, it stretches everybody very thin on working capital. 10 Trends to Watch in 2023. .

Marketing 52

Marketing Marketing Globalization Banking 52

Wink Intel

AUGUST 15, 2023

Our reinsurance strategy also frees up capital which we are returning to our shareholders through our $25 million quarterly dividend and $16 million in share repurchases in the second quarter. Capital and Liquidity Highlights GAAP book value excluding AOCI was $5.1 Second Quarter Highlights Gross sales: Gross sales of $3.0

Loss 40

Loss Capital Retail Sales 40

Wink Intel

MAY 14, 2024

billion in the prior year quarter, driven by new business flows, stable inforce retention and net debt and equity proceeds over the past twelve months. Net sales reflect accretive third party flow reinsurance, in line with our capital targets. billion as of March 31, 2024 , an increase of 10% from $45.3 Mark-to-market movement 0.14

Loss 40

Loss Capital Retail Sales 40

Alpha Sense BI

AUGUST 16, 2024

Smart Synonyms : A unique feature proprietary to AlphaSense with the ability to understand both the keyword and search intent behind any of your queries, factoring in search results that include variations in business language. Generative AI summaries ensure that you are competitively positioned with your proprietary intelligence.

Knowledge 52

Knowledge Algorithm SWOT Security 52

Wink Intel

SEPTEMBER 26, 2023

Here is what some of the major ratings agencies said about Northwestern Mutual in 2023: Fitch, which awarded Northwestern Mutual with its ‘AAA’ rating, wrote: “Ratings reflect exceptionally strong capitalization, leading competitive position in the U.S.

Competitive Positioning 40

Competitive Positioning Advantage Advantage Banking 40

Wink Intel

NOVEMBER 13, 2023

billion in the third quarter 2022, driven by new business flows, stable inforce retention and net debt proceeds over the past twelve months. Our results demonstrate the momentum in our business and we remain on track to deliver full year gross sales of $12 to $13 billion , having achieved total gross sales of $9.1

Loss 40

Loss Capital Retail Sales 40

Wink Intel

MAY 15, 2023

The mix of new business in the quarter was 69% Multi-Year Guaranteed Annuities (MYGA) and 31% Fixed Indexed Annuities (FIA). entered into an Agreement and Plan of Merger with affiliates of Antarctica Capital, LLC, whereby an affiliate of Antarctica will acquire Midwest in an all-cash transaction valued at approximately $100 million.

Loss 40

Loss Capital KPI Security 40

Wink Intel

NOVEMBER 14, 2022

The mix of our new business was 64.6% Georgette Nicholas , CEO of Midwest noted, “We had another quarter of strong results from the actions we have taken this year to position the Company for continued growth. Overall, the third quarter trends position us for a strong finish for the year.” million , up 63.8%

Loss 40

Loss Capital KPI Sales 40

Wink Intel

AUGUST 15, 2022

The mix of our new business was 45% Multi-Year Guaranteed Annuities (MYGA) and 55% Fixed Indexed Annuities (FIA). We are investing in technology and foundational capabilities to strengthen the business. We continue to see intense competition in the fixed annuity market around pricing and new competitors.

Loss 40

Loss Capital KPI Sales 40

Wink Intel

MAY 16, 2022

The mix of our new business was 26% Multiyear Guaranteed Annuities (MYGA) and 74% Fixed Income Annuities (FIA). With these five keys to our strategy, we will deliver on our commitment to shareholders to produce strong growth paired with a high return on capital.” million compared with $123.7 Ceded premiums (SAP) were $40.1

Loss 40

Loss Capital Finance KPI 40

Wink Intel

AUGUST 15, 2023

The mix of new business in the quarter was 57% Multi-Year Guaranteed Annuities (MYGA) and 43% Fixed Indexed Annuities (FIA). entered into an Agreement and Plan of Merger with affiliates of Antarctica Capital, LLC, whereby an affiliate of Antarctica will acquire Midwest in an all-cash transaction valued at approximately $100 million.

Loss 40

Loss Capital KPI Sales 40

ATTEST

AUGUST 21, 2024

High market penetration indicates that a significant portion of the total estimated market uses your product, leading to increased sales and a competitive edge. While it totally depends on the industry and business, a good market penetration rate is considered to be between 2% and 6% for B2C products, and 10% to 40% for B2B.

Marketing 52

Marketing Marketing Predictive Analytics Benchmarking 52

Wink Intel

MAY 8, 2023

Ultimately, this strategy frees up incremental capital to be redeployed to the highest returning retained business as we work to maximize the economics of our business which we believe will, ultimately, be reflected in our equity valuation.” First Quarter Highlights Record gross sales: Total gross sales of $3.3

Loss 40

Loss Capital Retail Sales 40

Wink Intel

FEBRUARY 26, 2024

billion as of December 31, 2023 Ample deployable capital in a challenging market: FNF paid common dividends of $0.48 per share for $133 million and ended the fourth quarter with $886 million in cash and short-term liquid investments at the holding company. This capital will allow F&G to accelerate their retained asset growth.

Loss 40

Loss Retail Sales Capital 40